Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $113,458 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $67,799 |
Filed as: SCHNEIDER DOWNS Service code 10 · EIN 25-1408703 | Accounting | $15,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,100 | $93,010+37.7% | $96,515+32.7% | $74,460+72.0% |
| Participation rate | 99.4% | 71.6%+27.9pp | 74.3%+25.1pp | 70.7%+28.7pp |
| Annual return | 17.35% | 37.50%-20.2pp | 35.73%-18.4pp | 34.38%-17.0pp |
| Employer contribution / active EE | $5,723 | $3,427+67.0% | $3,740+53.0% | $2,638+116.9% |
| Participant deferral / active EE | $7,455 | $3,971+87.7% | $4,880+52.8% | $4,530+64.6% |
| Admin fee / account holder | $277 | $633-56.3% | $6,735-95.9% | $348-20.4% |